Internal Market Consultant

About the role

The Internal Market Consultant will manage long-standing relationships with existing clients, develop new relationships, and facilitate client engagements. This role requires a consultative approach to sell Invesco products and services.

Responsibilities

• Collaborate within a team to implement a strategic territory plan addressing client needs.
• Develop and maintain strong client relationships, increase wallet share, and deliver the Total Client Experience (Total CX).
• Apply portfolio analytical tools to identify products and services that optimize portfolios.
• Lead consultative calls, webinars, and meetings with financial advisors to promote and position Invesco products.
• Conduct daily activities and territory analysis to address unique client needs.
• Create personalized digital communications to engage financial advisors and support business objectives.
• Facilitate and coordinate specialist team involvement in client engagements.
• Leverage data to identify and prioritize prospective clients for targeted outreach.
• Accurately document all client interactions in the CRM system.
• Participate in a comprehensive training program to improve competencies in various areas.
• Travel as needed to conduct meetings with clients, assist with client events, and attend industry conferences.

Requirements

• 2-5 years of consultative selling experience in financial services preferred.
• College degree or equivalent experience required (MBA, CFA, CFP, and CIMA a plus).
• FINRA Series 7 and 63/65 or 66 required for role (must acquire within firm-defined time period).
• A current understanding or strong desire to learn about capital markets, mutual funds, ETFs, and the impact of economic factors.
• Strong work ethic, high integrity, and strong values.
• Motivated to achieve success and grow with the firm.
• Consultative, client-first approach, delivering solutions, not products, to meet needs and get results.
• Excellent listening skills with a natural inclination to focus on client needs coupled with strong presentation and interpersonal skills.
• A growth mindset with a business-owner mentality, naturally drawn to opportunities, innovation, new value creation, and continuous improvement.

Qualifications

• Full-time worker type.
• Pursuant to Invesco's Workplace Policy, employees are expected to spend at least four full days each week working in an Invesco office.

Benefits

• Flexible paid time off.
• Hybrid work schedule.
• 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution.
• Health & wellbeing benefits.
• Parental Leave benefits.
• Employee stock purchase plan.

Pay

Commensurate with experience.

Schedule

Full time.